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Name Holding Trade Value Shares
Change
Change in
Stake
ST
376
Smithfield Trust
Pennsylvania
$47K -$3.01K -63 -6%
KFI
377
Key Financial Inc
Pennsylvania
$47K
CDIA
378
Capital Directions Investment Advisors
Georgia
$46K -$47.8K -1,000 Closed
AWM
379
Abound Wealth Management
Tennessee
$46K +$47.8K +1,000 New
MHR
380
Matthew Hamilton Rosenberg
$44K +$9.55K +200 +27%
PG
381
Proffitt & Goodson
Tennessee
$42K
TPCW
382
TD Private Client Wealth
New York
$32K +$8.31K +174 +33%
BHWM
383
Bay Harbor Wealth Management
Maryland
$31K +$525 +11 +2%
CLOS
384
Compagnie Lombard Odier SCmA
Switzerland
$30K +$31K +650 New
HNB
385
Huntington National Bank
Ohio
$28K -$4.87K -102 -14%
GWM
386
Geneos Wealth Management
Colorado
$27K -$112K -2,340 -79%
EI
387
Ellevest Inc
New York
$27K -$1.58K -33 -5%
SAM
388
Storebrand Asset Management
Norway
$25.9K
Rockefeller Capital Management
389
Rockefeller Capital Management
New York
$25K -$19.8K -415 -43%
ZB
390
Zions Bancorporation
Utah
$25K -$955 -20 -4%
APA
391
American Portfolios Advisors
New York
$23.7K -$1.1K -23 -4%
HIA
392
Harbor Investment Advisory
Maryland
$22K
JWM
393
Janiczek Wealth Management
Colorado
$22K
TWA
394
TCI Wealth Advisors
Arizona
$21K +$7.83K +164 +56%
MWA
395
Miller Wealth Advisors
Colorado
$20K
C
396
Covestor
United Kingdom
$19K +$19.9K +416 +8,320%
PCH
397
Polar Capital Holdings
United Kingdom
$18.8K +$1.67M +35,000 +9%
ACA
398
Atlas Capital Advisors
Wyoming
$18.3K +$19K +397 New
AWM
399
AllSquare Wealth Management
New York
$18K
HI
400
Harbour Investments
Wisconsin
$18K